Retire While You Work®

In June, we observe Alzheimer’s and Brain Awareness Month, an important time to raise awareness and emphasize the need for action. We are passionate advocates with a personal connection to the disease, and our goal is to share valuable insights to improve understanding of the issue and support those affected. Recently, we explored our understanding of Alzheimer's and Dementia by speaking with...

On this week's episode of the "Retire While You Work" Podcast, Carson and Myles discuss the role of insurance in your overall financial plan. When selecting insurance plans, they discuss the importance of carefully considering the various types of insurance available and determining the appropriate coverage amount. Assessing different scenarios is crucial to making informed decisions...

On this week's episode of the Retire While You Work Podcast, Carson and Myles discuss the importance of planning for the future specifically estate planning. They emphasize the significance of preparing an estate plan, particularly in terms of ensuring a smooth transition for your family during challenging times. Crafting a comprehensive plan not only minimizes stress but also lays the groundw...

The replay from our webinar with Michelle Norris, Nutrition 101 – Gut Health and Plastics is now available as a replay. On the webinar, Michelle discussed two topics of conversation that have become much more prevalent over the last few years. This was a very informative. Here are a few key points that Michelle touched on in her presentation: • Why is gut health so important? • How to improve your...

David Adams, Carson Odom, and Myles Zueger recently hosted our Q2 2024 market update, giving updates on the economy and markets.

This week on the Retire While You Work ® Podcast, the team explores the advantages and drawbacks of having a credit card. Will credit cards enhance your financial strategy or lead to hefty interest fees? Take control of your credit cards and gain insights into whether they align with your needs.

This week's installment of the Retire While You Work Podcast ® delves into the importance of contributing to your 401k. The team explores the benefits and drawbacks of saving for retirement through your employer. Tune in for valuable insights and practical advice to enrich your financial path.

On this week's episode of the Retire While You Work® podcast, Myles and Carson dive into the critical topic of managing debt. They explore the nuances of various debt types, explaining why some can be beneficial while others may pose challenges. Tune in to gain valuable insights as the team offers practical strategies to help you navigate your financial journey. #podcast #debt

In this week's installment of the Retire While You Work Podcast®, Myles and Carson delve into Retirement Distributions, focusing particularly on the 4% rule. They dissect this principle and assess whether it still holds as a dependable strategy for retirees striving for financial stability that holds up in all market and economic environments.

On this week's episode of The Retire While You Work ® Podcast the team discusses various cash account options essential for financial planning, including checking, savings, money market accounts, and I-bonds.

In regions with a booming real estate market, clients often wonder if including rental properties in their investment portfolio is necessary. In this week's episode, Myles Zueger and Carson Odom explore how real estate can complement an investment strategy, discuss the advantages and disadvantages, and offer strategies for those who prefer not to manage properties directly.

The subject of children and financial literacy is a recurring theme among our clients. David Adams, Myles Zueger, and Jeri Anne Agee from Adams Wealth Partners explore various methods for teaching your children about money management and instilling smart financial habits from a young age.

Carson Odom and Myles Zueger discuss a couple of different ways that you can go about combining finances with your spouse or partner after a marriage. There is no right or wrong way to do it. It is about getting a system in place that works best for you and your family.

Investing can be a very emotional experience. Especially during times of market volatility. David Adams, Myles Zueger, Carson Odom, and Jeri Anne Agee of Adams Wealth Partners discuss how to handle these emotions and what you can do to help keep your vision for the future.

Carson Odom and Myles Zueger discuss how much is too much to be invested in one individual stock. They talk about what they feel is the right amount. They also discuss what the pro's and con's of investing in individual stocks are.

Carson Odom and Myles Zueger sit down and talk about what you need to know about taxes this year. They discuss the upcoming deadline and important dates, as well as some tips they feel are good to know for this current tax year. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions...

Retire While You Work® is quite the popular phrase with our friends and clients. But, what exactly does it mean? Myles, Carson, and Jeri Anne dive into this question and discuss the origins of how it started and why it has become so popular at our firm.

When selling your home, there are many things to plan for. One of them being the tax side of things and how that may or may not impact you. Myles and Carson dive into this and give you all the info you need to know.

Myles, Carson, and Jeri Anne discuss recent changes that have come about to retirement accounts due to legislation from the Secure Act 2.0. They provide some thoughtful discussion around new planning ideas and opportunities that have become available through these changes.

David Adams, Carson Odom, and Myles Zueger of Adams Wealth Partners reflect on the past year as well as look ahead to what we think 2024 will hold for the economy and markets.

On the latest episode of the Retire While You Work® podcast - David, Carson, and Myles discuss how to get your year started off on the right path with some new year financial tips and resolutions.

The new year brings the spirit of renewal and resolutions often include a commitment to better health. This Health & Wealth webinar will focus on types of fasting and the many health benefits including longevity, weight loss and so much more. Listen in to hear more on this topic, along with tips for supporting your immunity system, from wellness expert, Michelle Norris.

What does it look like when you begin to take distributions from your investment accounts in retirement? Carson and Myles discuss the logistics and also where it makes the most sense to take these distributions from to help keep the most money in your pocket.

On this weeks episode, Carson and Jeri Anne discuss when is the right time to take social security and what are some of the key decision points in making the right choice.

On this week's episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.